Introducing Our Finance Controls Solution

Running finance operations today means managing money across multiple teams, currencies, wallets, and chains. Add crypto into the mix, and the stakes get higher: one wrong address, one duplicate payment, one missing approval, and you’re facing hours of cleanup or worse, lost funds.

This isn’t just about moving money. It’s about doing it safely, with control, transparency, and confidence. That’s exactly why we built Finance Controls into Request.

This set of built-in tools is designed to help you catch errors before they happen, structure approval workflows, and prevent costly mistakes. Without slowing your team down.

Here’s how each one works, and why hundreds of companies rely on them every day.

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Approval Policies

Define who needs to approve what, and when.

In any finance process, approvals are essential. But in practice, they’re often chaotic: approvals via chat, missed emails, and unclear responsibilities. With Approval Policies, you can build structured approval flows directly into Request.

You decide:

• Which bill or payment requires approval
• Who should approve based on amount, individual tag or other criteria
• How many approvals are needed
  

For example:

• All payments above $10,000 require CFO sign-off
• Bills tagged ‘Marketing’ need approval from the Head of Marketing
• Travel expenses require a department lead’s review

Once set, these policies apply automatically in the background. Everyone gets notified when it’s their turn to review, and you can track exactly who approved what and when.

Why it matters:
You get stronger internal controls without added manual work. Finance stays in control, and your audit trail writes itself.

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Test Payments

Send a small amount first. Get confirmation before sending the full payment.

Crypto payments are irreversible. One wrong address, and the funds are gone. That’s why Request lets you send a Test Payment: a small amount sent to the recipient, along with an automatic confirmation request.

Here’s how it works:

1. You initiate a test payment for a tiny amount (e.g. $1 USDC).
2. The recipient receives the funds along with an email asking them to confirm receipt.
3. Once they confirm, you can proceed with the full payment confidently

It’s not a simulation. It’s a real transaction, just on a small scale. Designed to verify the wallet setup and ensure the right person is on the other end.

Why it matters:
You can double-check that the recipient wallet is correct, that funds are going through, and that everyone’s ready to proceed. It’s a simple step that adds serious peace of mind, especially for large or first-time payments.

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